Stockideas

Sea Limited
(NYSE:SE)
Sea Limited

Sea Limited engages in the digital entertainment, e-commerce, and digital financial service businesses in Southeast Asia, Latin America, rest of Asia, and internationally. It provides Garena digital entertainment platform for users to access mobile and PC online games, as well as eSports operations; and access to other entertainment content, such as livestreaming of gameplay and social features , such as user chat and online forums. The company a...
Founded: 2009
IPO date: 2017-10-20
IPO price: $15
Full Time Employees: 2,020
CEO: Forrest Xiaodong Li  (May 2009~)
Sector: Communication Services
Industry: Electronic Gaming & Multimedia
Next Earnings Date: 2023-02-28
Stock price: $61.41 (+0.43%)
Sea
By: raspberry lazy guy   💬 31   
   on Nov 15, 2022

up 30% in today's session. ER looks pretty lukewarm though. crazy day. maybe people like that they've layoff 10% in the past couple of months. $se


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The growth story for Sea limited has changed
By: ssmlee04 Community Lead :))   💬 98   
   on Mar 12, 2022

Sea limited peaked on Oct 19, 2021, and dropped almost 75% from there. Nov 16, 2021 earnings call tells you the growth prospect for the company could change, and the March earnings call is a confirmation that happens. Although it's not an easy thing to do it's possible to avoid the majority of the drop for this one. $se

https://i.imgur.com/Uqk7aKX.png


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Sea Limited had yet another great quarter
By: ssmlee04 Community Lead :))   💬 98   
   on Nov 17, 2021

Sea Limited (Nasdaq:SE) $SE is the biggest e-commerce, gaming and fintech company in Southeast Asia, and they have been expanding globally into South America and Europe. It's also dubbed as the Amazon of Southeast Asia able they have been growing a lot in the past couple of years.

The results for 2021 Q3 is not bad. Their total revenue was going up 121% yoy. They're still losing money but you can imagine that they are focusing on long term growth more than the short term profitability. In my opinion that's a right thing to do. Also their guidance is raise for full year 2021.

https://i.imgur.com/t1wan67.png

One thing to note is their entertainment sector is slowing down a bit. The growth is stalling so this could be alarming that maybe they're at the end of their growth trajectory. We'll find out more hopefully soon.

The stock is closed down a bit today possibly because of that. Overall it's a great earnings call and it does not change the long-term bull thesis this company had.

Some of the key numbers here:

  • Garena +93.2% yoy
  • Shopee +134.4% yoy
  • Marketplace rev. +151.4%
  • Product rev. +82.2% yoy
  • Shopee GMV +80.6% yoy
  • SeaMoney TPV +111% yoy
  • Gross profit +147.5% yoy

It might be a good idea to gain some exposure if it dips a bit more.

Source: https://cdn.sea.com/webmain/static/resource/seagroup/website/investornews/3Q2021/8cedKv6Ir8rbcPLPT91S/2021.11.16%20Sea%20Third%20Quarter%202021%20Results.pdf


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Sea
By: soonami Rookie   💬 2   
   on Aug 24, 2020

SE is a favourite pick among gamers and it is not hard to see why. SE has alot of potential and is a growth stock.


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Sea
By: dulinlindu lazy guy   💬 6   
   on Jul 07, 2020

Market is big and multiple development directions. They are picked by Tencent. They also play real estate business.


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